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FWMIX vs JDVPX
FWMIX vs JDVPX Comparison
Open Charts FWMIX vs JDVPX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
JHancock Disciplined Value R2
Price$26.13
Change+$0.59 (+2.31%)
VolumeN/A
Net Assets19.12B
FWMIX vs JDVPX Comparison Chart in %
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FWMIX vs. JDVPX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWMIX is a Hold and JDVPX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. JDVPX (19.1B). FWMIX pays higher dividends than JDVPX: FWMIX (1.49) vs JDVPX (0.43). FWMIX was incepted earlier than JDVPX: FWMIX (9 years) vs JDVPX (14 years). JDVPX (1.11) is less costly to investors than FWMIX (0.26). JDVPX is a more actively managed with annual turnover of: 63.00 vs. FWMIX (29.00). JDVPX has a lower initial minimum investment than FWMIX: JDVPX (0) vs FWMIX (1000000). JDVPX annual gain was more profitable for investors over the last year : 11.84 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. JDVPX (24.02).
| FWMIX | JDVPX | FWMIX / JDVPX | |
| Total Expense Ratio | 0.26 | 1.10 | 24% |
| Annual Report Gross Expense Ratio | 0.26 | 1.11 | 23% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 1.535 | 5.875 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 19.1B | 1,089% |
| Annual Yield % from dividends | 1.49 | 0.43 | 349% |
| Returns for 1 year | 5.56 | 11.84 | 47% |
| Returns for 3 years | 30.73 | 22.73 | 135% |
| Returns for 5 years | 38.07 | 24.02 | 159% |
| Returns for 10 years | N/A | 75.32 | - |
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